PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE LOVING GROUP

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 27-0664188

THE LOVING GROUP

2250 HAWKINS STREET · CHARLOTTE, NC 28203
9803185010
Plans filed
1
Years active
2019–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$829K
No prior year
Persons covered
148
No prior year
Total participants
111
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$829K
THE LOVING GROUP BENEFITS WELFARE PLAN
Fully insured148 covered·3 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$733K42.8%
Prescription drug$733K42.8%
Vision$50K2.9%
Life$50K2.9%
Short-term disability$50K2.9%
Other$50K2.9%
Dental$46K2.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRx
$733K88.5%1199
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
VLSTDOth
$50K6.0%11148
DELTA DENTAL OF CALIFORNIA
EIN 561018068
D
$46K5.5%11105

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SCOTT ANDERSONCHARLOTTE, NCBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$25K$0$25K65.9%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VADELTA DENTAL OF NORTH CAROLINA, PRINCIPAL LIFE INSURANCE COMPANY$10K$809$11K27.6%1
MOSAIC GROUP SERVICESDURHAM, NCPRINCIPAL LIFE INSURANCE COMPANY$0$3K$3K6.5%1

History & trajectory

7 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica